How to Sync your Workshop Software with Xero

One of the great pro’s of having Workshop Software is because it integrates into the beautiful accounting package Xero.

Workshop Software uses Xero the accounting package to run the back end of the system. Xero is one of the leading accounting packages on the market today and one of its benefits is its online.

What does this mean?

You can have your accountant or bookkeeper log in from anywhere and see all the customer and supplier invoices and payments your have entered into workshop software. This is all possible as the sync between the systems are seamless and instant.

Check out this guide to sync your Workshop Software to Xero

Click on ‘Settings’ from the list of options on the left hand side of the screen and then click on ‘Xero Settings’


Click on ‘Authorize Xero’ from the bottom right of the page

 Edit the General Ledgers as advised by your accountant

 Enter the correct tax rate

Click on ‘Save’ from the bottom right of the page

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 You are now ready to sync Workshop Software with Xero

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Click on the Xero icon at the top right of the page, next to your company name and logo.